THE DAVID S AND KAREN A SHAPIRA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID S AND KAREN A SHAPIRA FOUNDATION (EIN 25-1711993)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349102543
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:51:04-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251637458 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS PLUNG & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 FT DUQUESNE BLVD STE 1900 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251711993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID S AND KAREN A SHAPIRA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THED | BusinessNameControlTxt |
| Phone | 4123368820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 KAPPA DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SHAPIRA | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4123368820 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00241158 | PTIN |
| Phone | 4122818771 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.16.243.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 13:24:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 240696A8D0BAF9DF5ACBC612488E96C9215CB91D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9831B448193F0A2BCFE5A20D543103417A7EDF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,401,446 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,900,941 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,403 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,088 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,988,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,491 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,193 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,193 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,860 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,860 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,762 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,762 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,264 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,756 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $33 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,377 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,377 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,473 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,474 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165,306 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $141,574 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,732 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $461,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311,154 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,419,802 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,419,802 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,880,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,730,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$892,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,336,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $597,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $597,082 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,531 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,531 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,531 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $3,739,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,788,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,788,545 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,590 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $83 | LandBOYAmt |
| Land EOY | $50 | LandEOYAmt |
| Land EOYFMV | $50 | LandEOYFMVAmt |
| Other Assets BOY | $1,238 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,238 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,238 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,091,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,401,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,401,446 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,847 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $5,568 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,869 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $35,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,869 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,056,322 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,390,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,056,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,390,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,091,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,401,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,056,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$892,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $226,649 | OtherIncreasesAmt |
| Subtotal | $4,390,577 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,390,577 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,552,069 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,361,308 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.504280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,784,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,814,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.344679 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,314,436 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,027,224 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.574698 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,467,738 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,623,260 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.681082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,098,476 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,799,647 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.749550 | DistributionYr5Rt |
| Total Distribution | 4.854289 | TotalDistributionRt |
| Average Distribution | 0.970858 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,474,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,401,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,401,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,730,956 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,531 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,531 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,531 | OverpaymentAmt |
| Applied To ES Tax | $14,531 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SHAPIRAFDN.ORG | WebsiteAddressTxt |
| Individual With Books | LOUIS PLUNG CO LLP | IndividualWithBooksNm |
| Phone | 4122818771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 FT DUQUESNE BLVD SUITE 1900 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID S SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | CHAIRMAN | 20.00 | $0 | $0 | $0 |
| CYNTHIA SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| CHARLES C COHEN | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | SECRETARY | 0.10 | $0 | $0 | $0 |
| LOUIS PLUNG | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | TREASURER | 0.10 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JOSHUA DONNER | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | EXECUTIVE DIRECTOR | 40.00 | $113,463 | $0 | $7,132 |
| DANA LEVINE KUNZMAN | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | PROGRAM OFFICER | 40.00 | $77,730 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,457,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,039,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,531 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,511,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,511,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,474,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,705 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $123,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,730,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,730,956 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,730,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,964,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,286,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,113,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,644,065 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,434,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,441,894 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,730,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,607,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,049,145 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,964,175 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,084,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,286,575 | ExcessFromYear4Amt |
| Excess From Year3 | $2,113,075 | ExcessFromYear3Amt |
| Excess From Year2 | $3,644,065 | ExcessFromYear2Amt |
| Excess From Year1 | $3,434,004 | ExcessFromYear1Amt |
| Excess From Current Year | $3,607,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID S SHAPIRA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID SHAPIRA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 KAPPA DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129632501 | RecipientPhoneNum |
| Recipient Email Address | DAVID.SHAPIRA@GIANTEAGLE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | FOUNDATION MAKES CONTRIBUTONS ONLY TO APPROVED CHARITABLE ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 412 FOOD RESCUE | ||||||||
| 6022 BROAD STREET | PITTSBURGH | PA | 15206 | NONE | EXEMPT | CHARITABLE | $116,250 | |
| 905 WESA | ||||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| ACHARAI | ||||||||
| 5806 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | EXEMPT | CHARITABLE | $250 | |
| ACHIEVA | ||||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 15203 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| ADAT SHALOM | ||||||||
| 368 GUYS RUN ROAD | CHESWICK | PA | 15024 | NONE | EXEMPT | CHARITABLE | $35,250 | |
| ALUMNI THEATER COMPANY | ||||||||
| 6601 HAMILTON AVENUE | PITTSBURGH | PA | 15206 | NONE | EXEMPT | CHARITABLE | $1,200 | |
| AMERICAN CHESTNUT FOUNDATION | ||||||||
| 206 FOREST RESOURCES LABORATORY | UNIVERSITY PARK | PA | 16802 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | ||||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| AMERICAN FRIENDS OF LIVNOT U' LEHIBANOT | ||||||||
| PO BOX 811715 | BOCA RATON | FL | 33481 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| AMERICAN FRIENDS OF THE PERES INSTITUTE FOR PEACE | ||||||||
| 200 SOUTH BISCAYNE BLVD | MIAMI | FL | 33131 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| AMERICAN PARDES FOUNDATION | ||||||||
| 404 5TH AVENUE SUITE 7013 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET M/S 100 | WALTHAM | MA | 024532728 | NONE | EXEMPT | CHARITABLE | $150,250 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 6 PPG PLACE 11TH FLOOR | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $62,500 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $1,500 | |
| CHASDEI AVOS | ||||||||
| 415 MARTIN LUTHER KING DR | LAKEWOOD | NJ | 087014848 | NONE | EXEMPT | CHARITABLE | $3,600 | |
| CHILDREN'S MUSEUM OF PITTSBURGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| COMMUNITY DAY SCHOOL | ||||||||
| 6401-07 FORBES AVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $115,250 | |
| CORNELIA CONNELLY CENTER | ||||||||
| 220 E 4TH STREET | NEW YORK | NY | 10009 | NONE | EXEMPT | CHARITABLE | $250 | |
| DISTINGUISHED DAUGHTERS OF PA | ||||||||
| 540 W SIDDONSBURG RD | DILLSBURG | PA | 17019 | NONE | EXEMPT | CHARITABLE | $500 | |
| FOX CHAPEL DISTRICT ASSOCIATION | ||||||||
| PO BOX 111595 | PITTSBURGH | PA | 15238 | NONE | EXEMPT | CHARITABLE | $500 | |
| FRACTURED ATLAS | ||||||||
| 248 W 35TH STREET FL 10 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| FRIENDSHIP CIRCLE OF PITTSBURGH INC | ||||||||
| 5872 NORTHUMBERLAND | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $3,600 | |
| GOODWILL COLUMBUS | ||||||||
| 1331 EDGEHILL ROAD | COLUMBUS | OH | 432123163 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| HEBREW PUBLIC | ||||||||
| 555 8TH AVE 1703 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| HILLEL ACADEMY OF PITTSBURGH | ||||||||
| 5685 BEACON ST | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $269,173 | |
| HILLEL INTERNATIONAL | ||||||||
| SCHUSTERMAN INTL CTR 800 EIGHTH ST | WASHINGTON | DC | 200013724 | NONE | EXEMPT | CHARITABLE | $695,987 | NW |
| JEWISH ASSOCIATION ON AGING | ||||||||
| 200 JHF DRIVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $750 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| JEWISH EDUCATION PROJECT | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| JEWISH FAMILY AND COMMUNITY SERVICES | ||||||||
| 5743 BARTLETT STREET | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $250 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $1,028,592 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 7318 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19119 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| JEWISH RESIDENTIAL SERVICES | ||||||||
| 4905 FIFTH AVENUE 3 | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $1,800 | |
| JUDAISM & DEMOCRACY ACTION ALLAINCE OF NORTH AMERICA INC | ||||||||
| 364 W 117TH ST 4C | NEW YORK | NY | 10026 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| KESHET | ||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| KIDSVOICE | ||||||||
| 437 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| LEAD PITTSBURGH | ||||||||
| 625 LIBERTY AVENUE SUITE 3110 | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| LEADING EDGE | ||||||||
| 8801 S YALE AVE STE 500 | TULSA | OK | 74137 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| MOISHE HOUSE | ||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| NCJW PITTSBURGH SECTION | ||||||||
| 1602 MURRAY AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | NONE | EXEMPT | CHARITABLE | $500 | |
| NEW AVENUES TO INDEPENDENCE INC | ||||||||
| 17608 EUCLID AVE | CLEVELAND | OH | 44112 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| ONETABLE | ||||||||
| 79 MADISON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| OUR CLUBHOUSE | ||||||||
| 2816 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $500 | |
| PARDES INSTITUTE OF JEWISH STUDIES | ||||||||
| 404 5TH AVENUE SUITE 7013 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $195,000 | |
| PENN STATE'S DICKINSON LAW | ||||||||
| 150 S COLLEGE STREET | CARLISLE | PA | 17013 | NONE | EXEMPT | CHARITABLE | $250 | |
| PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATION FOUNDATION | ||||||||
| 2986 N SECOND STREET | HARRISBURG | PA | 17110 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| PITTSBURGH CULTURAL TRUST | ||||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| PITTSBURGH JEWISH PUBLICATION AND EDUCATION FOUNDATION | ||||||||
| 5600 BAUM BLVD | PITTSBURGH | PA | 15206 | NONE | EXEMPT | CHARITABLE | $30,000 | |
| PITTSBURGH SYMPHONY ORCHESTRA | ||||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $20,000 | |
| POWER | ||||||||
| 1429 N 11TH STREET | PHILADELPHIA | PA | 19122 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| PRIZMAH | ||||||||
| 254 W 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| RODEF SHALOM | ||||||||
| 4905 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $5,750 | |
| SAR ACADEMY | ||||||||
| 655 W 25TH STREET | THE BRONX | NY | 10471 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| SENATOR JOHN HEINZ HISTORY CENTER | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $500 | |
| SHADHIKA | ||||||||
| 1031 33RD STREET SUITE 174 | DENVER | CO | 80205 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SHADYSIDE ACADEMY | ||||||||
| 423 FOX CHAPEL ROAD | PITTSBURGH | PA | 15238 | NONE | EXEMPT | CHARITABLE | $40,000 | |
| SOLOMON SCHECHTER SCHOOL OF WESTCHESTER | ||||||||
| 30 DELLWOOD ROAD | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| SQUIRREL HILL HEALTH CENTER | ||||||||
| 4516 BROWNS HILL ROAD | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $20,000 | |
| STEPHEN WISE FREE SYNAGOGUE | ||||||||
| 30 W 68TH STREET | NEW YORK | NY | 10023 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| TAMID | ||||||||
| 1100 WAYNE AVENUE STE 850 | SILVER SPRING | MD | 20910 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| THE FOUNDATION OF THE NEO-RENAISSANCE | ||||||||
| 2704 ARMSTRONG AVENUE | LOS ANGELES | CA | 90039 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| THREE RIVERS YOUTH | ||||||||
| 6117 BROAD STREET | PITTSBURGH | PA | 15206 | NONE | EXEMPT | CHARITABLE | $500 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | EXEMPT | CHARITABLE | $250 | |
| UNITED WAY OF ALLEGHENY COUNTY | ||||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15230 | NONE | EXEMPT | CHARITABLE | $56,100 | |
| WQED MULTIMEDIA | ||||||||
| FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,419,802 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,403 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,088 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,491 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,491 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
| 4 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
| 7 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SHAPIRA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 101 KAPPA DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,900,941 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2012-05-17 | $1,980 | $990 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2012-05-17 | $728 | $364 | 200DB | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-05-17 | $192 | $96 | 200DB | 3.000000000000 | $0 | $0 |
| DESK | 2013-08-03 | $526 | $204 | 200DB | 7.000000000000 | $23 | $0 |
| FILE CABINET | 2013-08-06 | $214 | $83 | 200DB | 7.000000000000 | $10 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQT GP HOLDINGS LP | AT COST | $47,031 | $47,031 |
| EQT MIDSTREAM PARTNERS LP | AT COST | $710,156 | $710,156 |
| EQT CORPORATION | AT COST | $1,578,976 | $1,578,976 |
| EQT GP HOLDINGS LP | AT COST | $1,452,382 | $1,452,382 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $1,980 | $1,980 | $0 |
| COMPUTER EQUIPMENT | $728 | $728 | $0 |
| COMPUTER SOFTWARE | $192 | $192 | $0 |
| DESK | $526 | $490 | $36 |
| FILE CABINET | $214 | $200 | $14 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PNC BANK | Desc |
| BOY Book Value | $1,238 | BOYBookValueAmt |
| EOY Book Value | $1,238 | EOYBookValueAmt |
| EOYFMV | $1,238 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,314 | $1,314 | $0 |
| COMPUTER SUPPLIES AND EXPENSE | $2,501 | $0 | $2,501 |
| DUES AND SUBSCRIPTIONS | $10,717 | $0 | $10,717 |
| INSURANCE | $2,215 | $0 | $2,215 |
| OFFICE SUPPLIES AND EXPENSE | $1,152 | $0 | $1,152 |
| PA REGISTRATION FEES | $15 | $0 | $15 |
| PARKING | $7,132 | $0 | $7,132 |
| PARTNERSHIP DEDUCTIONS - EQT | $25,137 | $25,137 | $0 |
| PARTNERSHIP DEDUCTIONS - EQT MIDSTREAM | $81,766 | $81,766 | $0 |
| PARTNERSHIP DEDUCTIONS - EQGP | $33,357 | $33,357 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION PROCEEDS | $28 | $28 | $28 |
| PARTNERSHIP INCOME | $60,060 | $60,060 | $60,060 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRINCIPAL TRANSFERS | Desc |
| Amt | $226,649 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO UNRELATED PARTY | $30 | $30 |
| AMEX PAYABLE | $103 | $1,293 |
| PAYROLL LIABILITIES PAYABLE | $5,435 | $9,546 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,264 | Amt |
| Net Investment Income | $8,264 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $14,756 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,756 | DisbursementsCharitablePrpsAmt |
Comments